Multi-Sector Bond Quarterly Update – April 2023
Following a busy quarter in bond markets, a member of our Multi-Sector Bond team reflects on macro events and discusses how our Multi-Sector Bond team have responded.
Insights Topic
Multi-Sector Bonds
High yield data shows buffer in corporate balance sheets
While corporate fundamentals are expected to deteriorate as rate hikes hit the economy, many metrics are pointing to record strength in the European high yield space, says George Curtis.
Time to extract value from Europe’s bargain bonds
When Wall Street’s army of analysts were publishing their outlooks for 2023 back in November, there was very little love for Europe.
Multi-Sector Bond Quarterly Update – January 2023
A member of our Multi-Sector Bond team discusses recent market developments in Q4 2022 and provides his outlook for the year ahead.
TwentyFour Fixed Income Panel - December 2022
2022 has been one of the most challenging years in recent memory for fixed income investors. In this fixed income panel, hosted by TwentyFour Partner and Portfolio Manager Mark Holman, we discuss our recently published 2023 outlook including top sector picks and potential surprises to consider.
The Rodney Blog 2023: A return to returns
In our annual ‘Rodney Blog’, Eoin Walsh says that with rates now offering both yield and downside mitigation, and credit yields at near-decade highs, fixed income investors could enjoy strong returns in 2023
Multi-Sector Bond Quarterly Update – October 2022
George Curtis looks at market conditions in the third quarter of 2022 and his expectations for the rest of the year.
Investor Update - October 2022
Eoin Walsh gave an update on fixed income markets, touching on what has been going on in UK markets, as well as how the events of recent days fit into the overall macro picture, including inflation and the likely path of central bank policy elsewhere in the world.
Where and when will US Treasuries peak?
Rates volatility has done plenty of damage to portfolios in 2022. Where, and when, will US Treasury yields peak? Mark Holman shares his views in his latest video.
Multi-Sector Bond Quarterly Update – July 2022
Dillon Lancaster reviews the main market drivers in the second quarter of 2022 and explains how the Strategic Income team is tackling today’s environment.
The Fed and the flows are looking at inflation head-on
After H1 2022 broke market records for all the wrong reasons, Gary Kirk says fixed income outflows could reverse quickly if investors see evidence that central banks are turning the tide on inflation.
Credit Suisse’s chunky coupon a sign of the times
After 18 months of difficult headlines Credit Suisse could ill afford more negative press, and we therefore welcomed its decision to refinance its 7.125% Additional Tier 1 (AT1) bond last week at its first call date.